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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

123 hedge funds and large institutions have $493M invested in First Trust Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
78
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.7M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
Morgan Stanley
Morgan Stanley
New York
+$8.94M
4
LPL Financial
LPL Financial
California
+$8.06M
5
AAS
Avantax Advisory Services
Texas
+$7.51M

Top Sellers

1
BCP
Blackhawk Capital Partners
Wisconsin
-$1.4M
2
SB
Suntrust Banks
Georgia
-$865K
3
MSAM
Moloney Securities Asset Management
Missouri
-$797K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$480K
5
IWM
IHT Wealth Management
Illinois
-$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.99M +$944K +17,234 +46%
PAG
27
Private Advisor Group
New Jersey
$2.78M +$763K +13,935 +38%
MI
28
Moneywise Inc
Virginia
$2.65M +$2.65M +48,372 New
SCA
29
Snowden Capital Advisors
New York
$2.57M +$118K +2,161 +5%
BFG
30
Barber Financial Group
Kansas
$2.53M +$328K +5,989 +15%
GIA
31
Gladstone Institutional Advisory
Florida
$2.48M +$2.48M +45,198 New
LI
32
LVZ Inc
Michigan
$2.4M +$1.01M +18,430 +73%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.38M +$203K +3,703 +9%
CCA
34
Clearwater Capital Advisors
Illinois
$2.32M +$27.4K +500 +1%
SPIA
35
Steward Partners Investment Advisory
New York
$2.32M +$1.41M +25,709 +154%
NWM
36
Northwest Wealth Management
Iowa
$2.24M +$1.33M +24,304 +147%
Citigroup
37
Citigroup
New York
$2.2M +$801K +14,624 +57%
AC
38
Avestar Capital
New York
$2.17M +$262K +4,825 +14%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.13M +$13.7K +251 +0.7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.09M +$144K +2,628 +7%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.03M +$321K +5,865 +19%
FHC
42
First Heartland Consultants
Missouri
$1.98M +$234K +4,276 +13%
WC
43
Whitnell & Co
Illinois
$1.96M +$614K +11,202 +46%
MA
44
Mutual Advisors
Nebraska
$1.79M +$1.04M +18,916 +137%
GVAG
45
Great Valley Advisor Group
Delaware
$1.76M -$411K -7,500 -19%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.74M +$333K +6,074 +24%
APA
47
American Portfolios Advisors
New York
$1.64M +$654K +11,932 +66%
UR
48
USCA RIA
Texas
$1.59M +$125K +2,287 +9%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.58M -$78.2K -1,431 -5%
MMHP
50
Murphy Middleton Hinkle & Parker
Georgia
$1.54M +$102K +1,853 +7%
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